Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,979 | $63,433-44.9% | $63,803-45.2% | $64,097-45.4% |
| Participation rate | 31.9% | 65.0%-33.2pp | 72.7%-40.8pp | 55.2%-23.3pp |
| Annual return | 5.14% | 20.74%-15.6pp | 543.72%-538.6pp | 34.64%-29.5pp |
| Employer contribution / active EE | $694 | $2,332-70.2% | $2,532-72.6% | $1,891-63.3% |
| Participant deferral / active EE | $835 | $3,119-73.2% | $3,843-78.3% | $3,080-72.9% |
| Admin fee / account holder | $4,837 | $1,489+224.8% | $5,196-6.9% | $3,454+40.0% |